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Behavioral finance
Convincing clients to let go of huge holdings
Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.
What executives are reading this summer
The season isn’t over yet ― check out these reading recommendations from the C-suite.
Don’t let negativity ruin your client’s Social Security planning
There is a way to help reshape deeply ingrained destructive habits.
Best summer reads for advisors 2017
These works of nonfiction and fiction can provide inspiration for better practice management and client services.
Kitces: The 4-step strategy to raising your fees
You’ve proven your value to clients for years. Isn’t it time to give yourself a raise?
The right way to be emotional about investments
Emotion-driven decisions may result in portfolios that retirees find palatable, but they are also likely to result in lower returns.
Use behavioral finance to put worried clients at ease
Pushing them to plan ahead is “the biggest issue we face as an industry,” one CEO coach says.
Voices
Ignoring the behavioral finance elephants in the room
Allan S. Roth
Founder
Wealth Logic
We must control our own bad behavior before we can become coaches for our clients, says contributor Allan Roth.
